SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Equity Bottom-Up

Yangzijiang Shipbuilding / Equity Bottom-Up

<ul><li>Institutions were net buyers of Singapore stocks over the five trading sessions spanning Oct 4 to Oct 10, with S$211 million of net institutional inflow, adding to the preceding five sessions of S$50 million net inflow.</li><li>Leading the net institutional inflow over the five sessions through to Oct 10 were DBS Group Holdings, Seatrium, Hongkong Land Holdings, Wilmar International, iFAST Corporation, Genting Singapore, SATS, Sembcorp Industries, Singapore Exchange and Frasers Logistics & Commercial Trust.</li><li>Its 1HFY24 (ended June 30) net profit of S$0.3 million compared to a net profit of S$0.4 million for 1HFY23.</li></ul>

Institutions were net buyers of Singapore stocks over the five trading sessions spanning Oct 4 to Oct 10, with S$211 million of net institutional inflow, adding to the preceding five sessions of S$50 million net inflow.Leading the net institutional inflow over the five sessions through to Oct 10 were DBS Group Holdings, Seatrium, Hongkong Land Holdings, Wilmar International, iFAST Corporation, Genting Singapore, SATS, Sembcorp Industries, Singapore Exchange and Frasers Logistics & Commercial Trust.Its 1HFY24 (ended June 30) net profit of S$0.3 million compared to a net profit of S$0.4 million for 1HFY23.

Substantial shareholder Thomas Clive Khoo takes his Zixin stake to above 9%

Singapore Technologies Engineering / Equity Bottom-Up

Singapore Technologies Engineering (STE SP)

<ul><li>Institutions were net buyers of Singapore stocks over the five trading sessions spanning Sep 13 to 19, with S$367 million of net institutional inflow, bringing total net inflows from the 15 trading sessions spanning Aug 30 (which included MSCI Index rebalancing) through to Sep 19, to S$1.2 billion.</li><li>Financial Services, Telecommunications, Industrials and REITs have led the net institutional inflow over the 15 sessions spanning Aug 30 to Sep 19.</li><li>Seatrium also bought back 1.17 million shares, taking the cumulative percentage of issued shares (excluding treasury shares) acquired on the current mandate to 0.37 per cent.</li></ul>

Institutions were net buyers of Singapore stocks over the five trading sessions spanning Sep 13 to 19, with S$367 million of net institutional inflow, bringing total net inflows from the 15 trading sessions spanning Aug 30 (which included MSCI Index rebalancing) through to Sep 19, to S$1.2 billion.Financial Services, Telecommunications, Industrials and REITs have led the net institutional inflow over the 15 sessions spanning Aug 30 to Sep 19.Seatrium also bought back 1.17 million shares, taking the cumulative percentage of issued shares (excluding treasury shares) acquired on the current mandate to 0.37 per cent.

Institutions net buyers of Singapore stocks

<ul><li>Net institutional inflows into Singapore stocks continue Institutions were net buyers of Singapore stocks over the five trading sessions spanning Sep 6 to 13, with S$523 million of net institutional inflow, following the S$328 million in net institutional inflow for the preceding five sessions.</li><li>Eight of the stocks also led the net institutional inflow over the preceding five sessions, with SATS and Singapore Airlines the exceptions.</li></ul>

Net institutional inflows into Singapore stocks continue Institutions were net buyers of Singapore stocks over the five trading sessions spanning Sep 6 to 13, with S$523 million of net institutional inflow, following the S$328 million in net institutional inflow for the preceding five sessions.Eight of the stocks also led the net institutional inflow over the preceding five sessions, with SATS and Singapore Airlines the exceptions.

Net institutional inflows into Singapore stocks continue

<ul><li>During the past 9 sessions, the broader Singapore stock market booked S$763 million of net institutional inflow, reversing over 50% of the net outflow for the year up to Aug 29.</li><li>Actively traded stocks that booked the highest net institutional inflow proportionate to market cap over the 9 sessions included Seatrium, Sembcorp Industries, SGX, Suntec REIT & ComfortDelGro.</li><li>Actively Traded Stocks with Highest NIF/ Mkt Cap ratio since Aug 29 Code Mkt Cap S$M 9 Session Px Chg % 9 Session NIF S$M 9 Session NIF/ Mkt Cap YTD ADT S$M YTD NIF S$M Sector.</li></ul>

During the past 9 sessions, the broader Singapore stock market booked S$763 million of net institutional inflow, reversing over 50% of the net outflow for the year up to Aug 29.Actively traded stocks that booked the highest net institutional inflow proportionate to market cap over the 9 sessions included Seatrium, Sembcorp Industries, SGX, Suntec REIT & ComfortDelGro.Actively Traded Stocks with Highest NIF/ Mkt Cap ratio since Aug 29 Code Mkt Cap S$M 9 Session Px Chg % 9 Session NIF S$M 9 Session NIF/ Mkt Cap YTD ADT S$M YTD NIF S$M Sector.

STI Return Above 3,400 Sees Stocks Draw S$760M Net Institutional Inflow

CapitaLand Integrated Commercial Trust / Equity Bottom-Up

CapitaLand Integrated Commercial Trust (CICT SP)

<ul><li>Institutions were net buyers of Singapore stocks over the four trading sessions spanning Thursday August 8 through to Wednesday, August 14 close, with S$31.5 million of net institutional inflow.</li><li>Leading the net institutional inflow over the four sessions were Singapore Exchange, Singapore Telecommunications, Yangzijiang Shipbuilding (Holdings), Jardine Cycle & Carriage, CapitaLand Ascendas REIT, Sembcorp Industries, Keppel DC REIT, Sheng Siong Group, ComfortDelGro Corporation, and CapitaLand Integrated Commercial Trust.</li><li>On August 12, IFS Capital Executive Director & Group CEO Randy Sim Cheng Leong acquired 1.1 million shares at an average price of S$0.11 per share.</li></ul>

Institutions were net buyers of Singapore stocks over the four trading sessions spanning Thursday August 8 through to Wednesday, August 14 close, with S$31.5 million of net institutional inflow.Leading the net institutional inflow over the four sessions were Singapore Exchange, Singapore Telecommunications, Yangzijiang Shipbuilding (Holdings), Jardine Cycle & Carriage, CapitaLand Ascendas REIT, Sembcorp Industries, Keppel DC REIT, Sheng Siong Group, ComfortDelGro Corporation, and CapitaLand Integrated Commercial Trust.On August 12, IFS Capital Executive Director & Group CEO Randy Sim Cheng Leong acquired 1.1 million shares at an average price of S$0.11 per share.

SIA Leads Buyback Consideration, Multi-Chem CEO Trims 69% Stake

Singapore

Sembcorp Industries is a Singaporean state-owned energy and urban development company. It provides sustainable energy solutions, including renewable power (solar, wind, energy storage) and conventional energy (gas and related services), alongside integrated urban solutions such as industrial parks, water, and waste management. The company is headquartered in Singapore and was founded in 1998.

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Sembcorp Industries (SCI SP)

Substantial shareholder Thomas Clive Khoo takes his Zixin stake to above 9%

Institutions were net buyers of Singapore stocks over the five trading sessions spanning Oct 4 to Oct 10, with S$211 million of net institutional...

Singapore Exchange Ltd (SGX)

Institutions net buyers of Singapore stocks

Institutions were net buyers of Singapore stocks over the five trading sessions spanning Sep 13 to 19, with S$367 million of net institutional...

Singapore Exchange Ltd (SGX)

Net institutional inflows into Singapore stocks continue

Net institutional inflows into Singapore stocks continue Institutions were net buyers of Singapore stocks over the five trading sessions spanning...

Singapore Exchange Ltd (SGX)

STI Return Above 3,400 Sees Stocks Draw S$760M Net Institutional Inflow

During the past 9 sessions, the broader Singapore stock market booked S$763 million of net institutional inflow, reversing over 50% of the net...

Singapore Exchange Ltd (SGX)

SIA Leads Buyback Consideration, Multi-Chem CEO Trims 69% Stake

Institutions were net buyers of Singapore stocks over the four trading sessions spanning Thursday August 8 through to Wednesday, August 14 close,...

Singapore Exchange Ltd (SGX)

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